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According to HyperInsight monitoring, Majie aggressively increased its position again after recharging $250,000 last night. As of the time of writing, its total position has approached $14 million, with Ethereum long positions only 3% away from the liquidation line. The details are as follows: Ethereum 25x long position: 5,250 contracts, liquidation price $2,125.2. Bitcoin 40x long position: 25 contracts, liquidation price $65,087. HYPE 10x long position: 7,200 contracts. In addition, with the market declining again, its overall losses from contract operations on Hyperliquid have reached $30.31 million.

According to The Block, sovereign wealth funds, universities, and banks have recently disclosed their 13F holdings reports for the first quarter of 2026. On the sovereign wealth fund side, the Abu Dhabi sovereign wealth fund Mubadala increased its holdings in BlackRock's iShares Bitcoin Trust ETF (ticker IBIT), raising its share count from 12,702,323 to 14,721,917, adding over $90 million in holdings, with a total holding value of nearly $660 million. Mubadala's Abu Dhabi Investment Council (ADIC) maintained its IBIT holdings unchanged, holding 8,218,712 shares valued at $315.8 million.Several university endowments reported that their cryptocurrency ETF holdings remained largely stable. Harvard University's endowment reported holding 3,044,612 shares of IBIT, valued at approximately $117 million. This is a 43% decrease from the 5.35 million shares held at the end of 2025, after Harvard had already reduced its holdings by 21% in the fourth quarter. IBIT is no longer its largest holding (overtaken by TSMC, Alphabet, Microsoft, and SPDR Gold Trust). Harvard also completely liquidated its previously established position in BlackRock's Ethereum spot ETF valued at $86.8 million from the previous quarter.Dartmouth College reported holding 201,531 shares of IBIT, valued slightly above $9 million, unchanged from the previous quarter. The college transferred its Ethereum ETF holdings from Grayscale Ethereum Mini Trust to Grayscale's Ethereum Staking ETF, keeping its 178,148 shares unchanged. Dartmouth also disclosed a new holding in Bitwise Solana Staking ETF, holding 304,803 shares, currently valued at nearly $3.67 million. This is the first time an institutional endowment fund has expressed interest in expanding its investment scope beyond Bitcoin or Ethereum into other cryptocurrencies.Meanwhile, Brown University maintained its holdings of 212,500 shares of IBIT, while Emory University simplified its Bitcoin fund holdings from two to one. The school liquidated its 4,450 shares of IBIT while increasing its holdings in Grayscale Bitcoin Mini Trust from slightly over 1 million shares to 1,354,148 shares.Traditional financial institutions are also actively rebalancing positions and hedging. Royal Bank of Canada (RBC) increased its direct holdings in IBIT and enhanced the use of put and call options for hedging. Canadian Imperial Bank of Commerce (CIBC) increased its holdings by 214,370 shares of IBIT after liquidating its previously held Trump-related U.S. Bitcoin stocks. Barclays also disclosed its IBIT positions, including approximately 4.46 million shares of spot stock and a significant number of put and call option positions related to the ETF. Hong Kong-based Laurore has reduced its IBIT holdings from 8,786,279 shares to 6,846,279 shares.

According to official news, an additional $50 million USDG lending limit is now available on the Ethena market.The leveraged USDe Multiply positions on Kamino are currently generating over 25% APY, and there is additional liquidity available to support further cyclical demand on Solana.

According to Onchain Lens monitoring, Huang Licheng has deposited 250,000 USDC into Hyperliquid, increasing his 25x leveraged Ethereum long position.

According to monitoring by Lookonchain, a certain Ethereum OG bought ETH at a low during the market downturn. Ten years ago, this Ethereum OG received 11,005 ETH from ShapeShift at a price of $3.46 each.More than a year ago, he sold these ETH at a price of $2,777 each, exchanging them for 30,560,000 USDC, making a profit of $30,500,000, with a return of 803 times. Currently, after the drop in ETH, he has started buying again, spending 4,260,000 USDC to purchase 1,951 ETH at a price of $2,182 each, and may continue to buy.

According to Farside monitoring data, this week the cumulative net outflow of Bitcoin spot ETFs in the United States was $995.5 million, and the cumulative net outflow of Ethereum spot ETFs was $255.2 million.

According to GMGN data, ASTEROID on the Ethereum chain has risen over 16% in 24 hours, with a market cap reaching $139 million and a 24-hour trading volume of $14 million.It is reported that the narrative of the meme coin ASTEROID originates from a 15-year-old girl, Liv Perrotto. Her biggest wish in life was to meet Musk, and she participated in designing a Shiba Inu-shaped doll named "Asteroid." After the girl passed away, her mother publicly wrote to request Musk's attention, which was recounted and spread by well-known media personality Glenn Beck on his show. On April 19, Musk agreed for Asteroid to become the mascot of SpaceX.In terms of news, today a whale address 0x02e spent 629 ETH (approximately $1.4 million) to buy 4.2 billion ASTEROID at a price of $0.0003329.

According to SoSoValue data, yesterday (Eastern Time May 15), the total net outflow of Ethereum spot ETFs was $65.6497 million.The Ethereum spot ETF with the highest single-day net outflow yesterday was the Blackrock ETF ETHA, with a single-day net outflow of $50.3527 million. Currently, the historical total net inflow of ETHA has reached $11.812 billion.The second was the Fidelity ETF FETH, with a single-day net outflow of $11.0772 million. Currently, the historical total net inflow of FETH has reached $2.197 billion.As of the time of writing, the total net asset value of Ethereum spot ETFs is $12.929 billion, and the ETF net asset ratio (market value as a percentage of Ethereum's total market value) is 4.83%. The historical cumulative net inflow has reached $11.832 billion.

According to Cointelegraph, multiple analysts have pointed out that Ethereum faces downside risks, with ETH potentially dropping another 20% to the $1,700 range. The increase in holdings on trading platforms and the decline in ETF demand are the main sources of pressure.CryptoQuant analyst BorisD noted that from May 5 to May 9, the ETH reserves on Binance surged from 3.36 million to 3.84 million, while the price dropped 7% from $2,390 to $2,260 during the same period. He stated, "This indicates that liquidity is being absorbed and distributed simultaneously. The overall structure still points to dominant downside risks."Another analyst, PelinayPA, shares the same view, believing that any short-term rebound will "be accompanied by high volatility, followed by a continuation of a broader downward trend," and added, "A large amount of ETH continues to flow into trading platforms, creating significant resistance to price increases." The net inflow of ETH to trading platforms surged to 585,000, marking the largest single-day inflow since December 2025—at that time, the ETH price was around $3,000, which subsequently dropped to $1,750 in February this year, a decline of 42%. Such large-scale inflows typically indicate that large holders are offloading.Meanwhile, the demand for spot Ethereum ETFs continues to weaken, recording net outflows for four consecutive days, with a total outflow amounting to $190 million. From a technical perspective, the ETH daily chart shows that the ascending wedge pattern has broken below the support level of $2,280. If the daily closing price confirms a break below, the target will point to the wedge measurement target of $1,725, a 22% drop from the current price, aligning with the macro low on February 6 of this year.Analyst ShangoTrades stated that this breakdown "is starting to become concerning." From a longer-term perspective, analyst CryptoBullGod pointed out that the measurement target for the ETH weekly bear flag pattern is $1,280.

According to HyperInsight monitoring, Huang Licheng has reduced his Ethereum long position, currently only 9 dollars away from the liquidation price, with losses exceeding 2.7 million dollars in the past month. He currently holds:A long position in ETH worth 8.91 million dollars, with an opening price of 2,314.57 dollars, and an expected liquidation price of 2,220.22 dollars;A long position in BTC worth 7.93 million dollars, with an opening price of 80,864.5 dollars, and an expected liquidation price of 78,748 dollars.

According to CoinDesk, the U.S. law firm Charles Gerstein has filed a petition in the Manhattan federal court, requesting an order for Tether to transfer over $344 million of frozen USDT to victims holding judgments against Iran for unpaid terrorism claims. These USDT were previously frozen by Tether after the U.S. Treasury Department's Office of Foreign Assets Control identified the related Tron wallets as belonging to the Islamic Revolutionary Guard Corps of Iran.The plaintiffs argue that since OFAC has designated the relevant wallets as owned by the Iranian Revolutionary Guard Corps, and Tether has frozen the related tokens, Tether can fully reissue an equivalent amount of USDT to a wallet controlled by the victims' attorney. This case is part of a broader legal strategy by Charles Gerstein aimed at leveraging the ability of crypto platforms to freeze and transfer digital assets to enforce terrorism-related judgments. Unlike the Arbitrum case involving North Korean-linked hacker funds, in this case, OFAC has clearly designated the relevant wallets as owned

According to SoSoValue data, yesterday (Eastern Time May 14), the total net outflow of Ethereum spot ETFs was $5.6511 million. The Ethereum spot ETF with the highest net inflow yesterday was Fidelity ETF FETH, with a net inflow of $6.8763 million, and the historical total net inflow of FETH has reached $2.208 billion. The second was VanEck ETF ETHV, with a net inflow of $3.3667 million, and the historical total net inflow of ETHV has reached $167 million. The Ethereum spot ETF with the highest net outflow yesterday was Blackrock ETF ETHA, with a net outflow of $13.2125 million, and the historical total net inflow of ETHA has reached $11.863 billion. As of the time of writing, the total net asset value of Ethereum spot ETFs is $13.453 billion, and the ETF net asset ratio (the market value as a percentage of Ethereum's total market value) is 4.85%, with a historical cumulative net inflow of $11.897 billion.

According to HyperInsight monitoring, "Brother Ma Ji" Huang Licheng has reduced his Ethereum long position, with losses exceeding 2.33 million USD in the past month. He currently holds:A long position in ETH worth 22.6 million USD, with an opening price of 2,314.57 USD, and an expected liquidation price of 2,244 USD;A long position in BTC worth 8.1 million USD, with an opening price of 80,864.5 USD, and an expected liquidation price of 78,610.6 USD.

JPMorgan analysts pointed out in their latest report that although the overall cryptocurrency market has recovered after the Iran conflict, Ethereum and other altcoins continue to underperform compared to Bitcoin. The analyst team led by Managing Director Nikolaos Panigirtzoglou stated that this trend, which began in 2023, "is unlikely to change unless we see meaningful improvements in network activity, DeFi, and real-world applications."The analysts noted that since the conflict triggered a market sell-off, Bitcoin's recovery in spot ETF fund flows and institutional futures positions has outperformed Ethereum. The spot Bitcoin ETF has recovered about two-thirds of the previous outflows, while the spot Ethereum ETF has only recovered about one-third. CME futures positions also indicate that institutional investors are rebuilding their Bitcoin exposure more aggressively than Ethereum.Regarding the upcoming Ethereum upgrades (Glamsterdam and Hegota), analysts questioned whether they would be sufficient to improve ETH's relative performance. Upgrades over the past three years have primarily reduced Layer 2 transaction costs, which has weakened the Ethereum network's fee generation and token burn mechanisms, leading to an accelerated net supply growth and weakened price support. Whether the new upgrades can generate enough new demand and network activity remains to be seen.For altcoins, analysts believe that since 2023, weak liquidity conditions, low market depth and breadth, limited growth in DeFi activity, and recurring hacking and security incidents have collectively eroded market confidence and hindered the deployment of new capital.

According to The Block, Sharplink CEO Joseph Chalom stated that the New York Stock Exchange and Nasdaq are advancing 24/7 trading, and the U.S. Depository Trust & Clearing Corporation is promoting tokenized collateral, along with Bullish's acquisition of Equiniti, indicating that the public equity on-chain process may be faster than the market expects.Meanwhile, several Ethereum reserve companies have significantly retreated from their summer 2025 highs, with a noticeable contraction in the market value to net asset value ratio. Chalom mentioned that some companies are under pressure due to prematurely issuing preferred stock or convertible bonds; Sharplink focuses more on equity financing and staking yields while trying to keep the balance sheet simple.He also stated that over the past year and a half, Bitcoin and Ethereum have behaved more like risk assets, but as stablecoins, tokenized assets, DeFi, and AI applications expand on Ethereum, Ethereum may further differentiate from Bitcoin in the long term.

According to The Block, JPMorgan analysts have stated that despite the overall recovery of the cryptocurrency market following the Iran conflict, Ethereum and altcoins continue to underperform Bitcoin. The analysts believe that unless there is a substantial improvement in network activity, DeFi, and real-world applications, this trend that began in 2023 is unlikely to change.The analysts pointed out that the spot Bitcoin ETF has recovered about two-thirds of the previously withdrawn funds, while the spot Ethereum ETF has only recovered about one-third. CME futures positions indicate that institutions are rebuilding their Bitcoin exposure more aggressively than Ethereum, with Bitcoin futures positions nearly fully restored, while Ethereum futures positions remain below previous levels.The analysts also questioned whether the upcoming Ethereum upgrade could effectively boost network activity. They noted that upgrades over the past three years have primarily reduced Layer 2 transaction costs, leading to lower Ethereum network fees, a weakened token burn mechanism, and accelerated net supply growth, which has undermined ETH's price support.Regarding altcoins, the analysts pointed out that poor liquidity, insufficient market depth, limited growth in DeFi activity, and repeated hacking incidents have eroded confidence and hindered the allocation of new capital.

The UK Parliament's Standards Commissioner is investigating UK MP and leader of the Reform Party, Nigel Farage, due to allegations of failing to declare a £5 million (approximately $6.7 million) personal donation from Tether investor Christopher Harborne. Christopher Harborne holds a 12% stake in Tether. Nigel Farage stated that the donation was received in 2024 before he announced his candidacy, intended for personal security, and therefore he had no obligation to declare it. According to the House of Commons Code of Conduct, new MPs must register any benefits received in the previous 12 months after being elected. If found in violation, Nigel Farage could face penalties such as an apology, suspension, or expulsion from Parliament.

According to Onchain Lens monitoring, BlackRock deposited 3,581 bitcoins into Coinbase, worth $284.62 million, and 9,876 ethers, worth $22.29 million.

According to SoSoValue data, yesterday (Eastern Time May 13), the total net outflow of Ethereum spot ETFs was $36.3007 million.The Ethereum spot ETF with the highest single-day net outflow yesterday was the Blackrock ETF ETHA, with a single-day net outflow of $21.1014 million. Currently, ETHA has a historical total net inflow of $11.876 billion.Next was the Fidelity ETF FETH, with a single-day net outflow of $14.0396 million. Currently, FETH has a historical total net inflow of $2.202 billion.As of the time of writing, the total net asset value of Ethereum spot ETFs is $13.186 billion, and the ETF net asset ratio (market value as a percentage of Ethereum's total market value) is 4.83%. The historical cumulative net inflow has reached $11.903 billion.